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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,408 | $85,169-60.8% | $172,755-80.7% | $72,983-54.2% |
| Participation rate | 37.1% | 70.1%-32.9pp | 82.6%-45.5pp | 69.5%-32.3pp |
| Annual return | 29.81% | 27.32%+2.5pp | 802.94%-773.1pp | 81.01%-51.2pp |
| Employer contribution / active EE | $109 | $3,324-96.7% | $5,144-97.9% | $2,440-95.5% |
| Participant deferral / active EE | $1,342 | $3,260-58.8% | $5,198-74.2% | $3,608-62.8% |
| Admin fee / account holder | $162 | $5,880-97.2% | $13,955-98.8% | $5,124-96.8% |